Overview
Assets Under Management: $640 million
Headquarters: NEW PROVIDENCE, NJ
High-Net-Worth Clients: 176
Average Client Assets: $2 million
Frequently Asked Questions
TILSON FINANCIAL GROUP INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110890), TILSON FINANCIAL GROUP INC is subject to fiduciary duty under federal law.
TILSON FINANCIAL GROUP INC is headquartered in NEW PROVIDENCE, NJ.
TILSON FINANCIAL GROUP INC serves 176 high-net-worth clients according to their SEC filing dated August 29, 2025. View client details ↓
According to their SEC Form ADV, TILSON FINANCIAL GROUP INC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
TILSON FINANCIAL GROUP INC manages $640 million in client assets according to their SEC filing dated August 29, 2025.
According to their SEC Form ADV, TILSON FINANCIAL GROUP INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 176
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,698
Discretionary Accounts: 861
Non-Discretionary Accounts: 837
Regulatory Filings
CRD Number: 110890
Filing ID: 2013251
Last Filing Date: 2025-08-29 12:31:00
Website: https://tilsonfinancial.com